DYNAMICS 365/CRM SOLUTION CONFIGURATION


The EasyTerritory components managed solution for Dynamics CRM contains a configuration page that allows you to easily update the settings that EasyTerritory Web Resources will use in Dynamics CRM.

REQUIREMENTS:

There are several requirements that must be met in order to access the Solution Configuration page:

  1. You must have installed/updated to the EasyTerritory_Components Solution version 2015.07 (yyyy.mm) or later.
  2. The current logged in user must have the default System Administrator or System Customizer security role in Dynamics CRM.

NOTE: Once everything is installed, you will need to add any CRM users that will be accessing EasyTerritory to a newly created Security Role called EasyTerritory Users.

SETTINGS IN DYNAMICS 365/CRM:

Once you are able to access the configuration page, there are several settings available.

  1. EZT Instance URL – This is the URL to your EasyTerritory Instance
  2. crmAdvFindLatFields – These are the valid SDK Field names that the Map View Builder will look for to identify Latitude values that it can be mapped. (e.g. address1_latitude, new_latitude)
  3. crmAdvFindLonFields – These are the valid SDK Field names that the Map View Builder will look for to identify Longitude values that it can be mapped. (e.g. address1_longitude, new_longitude)

Next, you will need to assign any users that will be using EasyTerritory from within CRM to a new security role called EasyTerritory Users. This will ensure that the user can read records from our newly installed EasyTerritory Settings entity.

Note: You can skip this requirement by adding read access to the new entity to your other security roles in CRM.